"We can help you compete against anyone in the retirement plan advice space"
Skip Schweiss, President, TD Ameritrade
Choose our unbundled model when you want build-it-yourself freedom and the flexibility to work with approximately 80 local or specialized independent TPAs/Recordkeepers.
If you have retirement plan clients that need flexibility in selecting a TPA/Recordkeeper, our unbundled offering is an excellent solution.
Get access to a vast range of investment options. No proprietary product requirements. A true open investment architecture platform. And the freedom and flexibility advisors need to choose the best solutions for each plan sponsor.
We service a range of plan types, including 401(k) and 403(b) Plans, 457 Plans, Defined Benefit Plans, and Non-qualified Deferred Compensation Plans. You'll benefit from top-notch custody services.